Looking for ways to power your knowledge and earn CE credits?
Submitted by Krishan on January 12, 2024 - 8:31am
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| | The Master Class Series Corporate Insured Retirement Plan (CIRP) | |
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| Suzanne Smith-Demers Concept leader and Senior Financial Planning Consultant | | Mark Li Senior Financial Planning and Insurance Consultant |
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| EN: January 23, 2024 @ 1p.m. EST The Master Class Series with Desjardins, our interactive CE accredited* webcasts, connects you with insurance and financial planning professionals to enhance your knowledge and skills about the business-owner market. Join our next session to see how the Corporate Insured Retirement Plan (CIRP)** concept: - Supplements business owner retirement income
- Provides immediate protection for a Canadian-controlled private corporation (CCPC)
- Enhances the estate value of the business owner
- Provides a tax-efficient estate transfer at death
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| | *CE Certification: CE Credits are pending approval. To qualify, you must attend at least 95% of the session and pass a quiz (70% or higher). Once accreditation has been obtained, you will receive an email to download your CE credit, should you meet the qualifying criteria. **The Corporate Insured Retirement Plan concept demonstrates the benefits of permanent life insurance to the shareholder of a private company, not only as protection for their business, but also as a financial strategy that enables them to generate additional retirement income on a tax-efficient basis. • • •
©Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company Desjardins®, Desjardins Insurance®, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence. All rights reserved. For advisor use only. Desjardins never sends emails to its member-clients asking them to provide confidential information (e.g. password, social insurance number, PIN). Desjardins also never sends emails to its member-clients containing links directing them to an authentication page (e.g. Access D) or a page that requires the entry of confidential information. If you receive such an email, forward it to protection@desjardins.com and delete it. For more details, visit the https://www.desjardins.com/hameconnage. | |
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